You can add an IRA account by doing the following:
Already have an opened Retirement Milestone:
- Click the existing "Retirement" Milestone box on the right
- Choose "Edit" from the top menu
- Click on Accounts
- Choose the account type you want to open from the drop-down box at the Add Account option
- Enter Initial Deposit amount, this can be as little as $1.00
Do not have an opened Retirement Milestone:
- Click on "Create Milestone"
- Select the Retirement Milestone
- Click "Get Started"
- Answer the series of questions about this new milestone and enter the initial deposit amount (at least $1.00) and set up an auto-deposit plan if you wish to
- Be sure you select the appropriate account type on the Investment Account question (Traditional IRA, Roth IRA, SEP IRA or Personal Investment Account)